The Valerio Charitable Foundation

Private foundation · Grantmaker Gulf Stream, FL EIN: 04-6903625

The Valerio Charitable Foundation is a private foundation, based in Gulf Stream, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.2M in total assets. In 2025, it awarded 1 grant totaling $295K. Net investment income was $199K.

Key facts about The Valerio Charitable Foundation

In short: The Valerio Charitable Foundation gave $295K across 1 grant in 2025 (avg $295K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6903625
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$295,300
Grants made (2025)
1
Average grant
$295,300
Median grant
$295,300
Total assets
$4,228,763
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.2M

Annual Giving

$295K

Grant Count

1

Avg Grant Size

$295K

Under IRS private-foundation payout rules, The Valerio Charitable Foundation reported a distributable amount of $307K for 2025 — the minimum it must pay out in qualifying distributions.

How The Valerio Charitable Foundation gives

  • Giving grew 471% from 2022 to 2025. Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2025

From 2019 to 2025, annual grant giving ranged from $42K (2023) to $295K (2025). In 2025 it made 1 grant totaling $295K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

5 grants across all recorded years

1<$50K1$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 2 grants of 5 (40%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Various Religious Education Org Various, MAReligious$295,300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2019 2020 2021 2022 2023 2025
Metric202520232022
Total Assets$4,228,763$4,341,447$4,227,984
Revenue$252,922$197,677$146,711
Expenses$349,399$82,177$57,380
Qualifying Distributions$295,300$41,768$51,677
Net Investment Income$198,823$158,289$141,008
Distributable Amount$307,117$239,125$214,839

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 23, 2026)
  2. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 11, 2020)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 27, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 24, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 14, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2024)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 12, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The Valerio Charitable Foundation is led by Laura Mackinnon, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Laura Mackinnon

    Trustee

    On filings since 2020

    8 hrs/week

    No compensation reported

Former officers (2)
  • Former: Helen Valerio (2019–2023) — Officer
  • Former: Michael Valerio (2019) — President

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Valerio Charitable Foundation

How much does The Valerio Charitable Foundation give each year?

The Valerio Charitable Foundation gave $295K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is The Valerio Charitable Foundation?

The Valerio Charitable Foundation reported $4.2M in total assets on its 2025 IRS Form 990-PF. It paid out $295K in qualifying distributions that year, against a required minimum of $307K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does The Valerio Charitable Foundation operate?

The Valerio Charitable Foundation has awarded grants in Massachusetts.

What is The Valerio Charitable Foundation's EIN?

The Valerio Charitable Foundation's EIN (Employer Identification Number) is 04-6903625. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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